See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,242 | $80,717-63.8% | $154,803-81.1% | $84,808-65.5% |
| Participation rate | 27.8% | 66.8%-39.0pp | 78.1%-50.2pp | 68.3%-40.5pp |
| Annual return | 14.20% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $105 | $2,761-96.2% | $4,305-97.6% | $2,631-96.0% |
| Participant deferral / active EE | $1,412 | $3,303-57.2% | $5,540-74.5% | $4,212-66.5% |
| Admin fee / account holder | $506 | $6,746-92.5% | $14,329-96.5% | $7,344-93.1% |